Jason Smith

Jason Smith

Director / Mortgage Broker
  •   5   (87 reviews)

About Jason

Jason Smith is the Director of Navigate Finance and Wealth. Jason has over 30 years experience in the finance & banking industry after starting at the CBA in Roma in 1988. He’s spent his entire career providing financial services for Regional Queensland families and businesses. Jason commenced on the front counter in a Customer Service role and worked his way up through the ranks to be a Manager in Business Banking before leaving to complete his Bachelor of Commerce degree at James Cook University in 2003. In 2006 he started working at NAB as a Business Development Manager in the Broker Division, which over the years has seen him managing a panel of some 250 brokers from Gladstone through to Darwin. In April 2018, Jason left NAB to start his own mortgage broking & finance business with the focus of helping clients achieve their dreams using the knowledge and experience gained over the years of dealing with Small & Medium business. Part of Jason's approach is to spend time with you explaining the different finance options and potential outcomes depending on the strategy you select.

Jason's reviews

  5  
Jason has 87 reviewsacross 50 different locations, showing 6.
Jason's qualities as told by our client reviews: well-prepared, stress-free process, friendly, responsive, supportive, local expert, clear communication.
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New Purchase review
Great bloke and financial expert
1 day ago
Great bloke and financial expert

Jason has been great to deal with, I’ve worked along side Jason for 3 or so years, he’s been a great asset to our financial wellbeing, highly recommend his services

New Purchase review
Extremely Helpful With Great Knowledge
1 day ago
Extremely Helpful With Great Knowledge

I couldn’t recommend Jason highly enough. From start to finish, he made what can often be a stressful process feel straightforward and manageable. His understanding of the individual lending policies and requirements of different banks was exceptional, and he knew exactly how to position my application to achieve the best possible outcome. What really stood out was the level of customer service. He was always available when I had questions, kept me informed throughout the process and genuinely took the time to understand my circumstances and what I was trying to achieve. Most importantly, he were willing to go the extra mile when it mattered. They didn’t just lodge an application and leave it with the bank — he actively followed up and kept me in the loop of the finance application If you’re looking for a mortgage broker who knows their stuff, genuinely cares about their clients and will go above and beyond to get the job done, I would have no hesitation in recommending Jason

New Purchase review
Highly recommend Jason
3 months ago
Highly recommend Jason

Jason was fantastic to deal with throughout the mortgage process. His communication was excellent, keeping us informed every step of the way, and he was always professional, responsive, and easy to work with. He made what could have been a stressful experience feel straightforward and manageable. I’d happily recommend Jason to anyone looking for a reliable mortgage broker.

New Purchase review
Jason was extremely knowledgeable about the market and excellent communicator.
4 months ago
Jason was extremely knowledgeable about the market and excellent communicator.

Jason was very professional and extremely helpful helping us figure out where to even start as first time home buyers. He explained the process of how the market works and where we should start. During the financial process and everything in between Jason was always available to help and answer any questions we had. We highly recommend Jason and will be using his services again at a later date.

New Purchase review
Finance guru
7 months ago
Finance guru

I saved Jason’s contact information in my phone as ‘mortgage guru’ after our first conversation and I was right! Jason not only knows his stuff but he explains it in a way that someone without a finance brain can understand! He was very patient, approachable, professional and informative throughout the process. And most importantly, he helped me secure a loan for the mortgage. I highly recommend Jason if you’re in the property market or looking to refinance!

New Purchase review
The best advice and support
8 months ago
The best advice and support

Jason used his expert knowledge to assist us in refinancing and purchasing a new property. Communicated with us every step of the way, Explained things clearly so that we knew exactly how the whole process worked. He made sure he found us the best loan for our needs.Can’t thank him enough for his help in getting into a new home.

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